+1,342.5%
MU vs INTC
+93.6%
+1,248.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | +4.5% | +1.6% | +3.6% |
| 7D | +9.0% | +7.1% | +1.9% | +5.1% |
| 30D | +13.8% | -5.2% | +19.0% | +17.2% |
| 3M | +2.1% | -14.3% | +16.4% | +13.1% |
| 6M | +153.8% | +110.2% | +43.6% | +78.8% |
| YTD | +256.4% | +159.6% | +96.8% | +121.2% |
| 1Y | +719.8% | +289.3% | +430.5% | +307.3% |
| 3Y | +1,360.4% | +166.1% | +1,194.3% | +693.4% |
| All | +1,342.5% | +93.6% | +1,248.9% | +850.2% |
Cumulative growth
Daily Returns
Daily percentage return beside INTC.
Daily Out/Under-Performance
Portfolio return minus INTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTC return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded INTC wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling